It is our mission to educate and motivate people to take positive financial actions in their lives, and we welcome the opportunity to share this important information with those seeking it.

We are offering insights on the below topics for your knowledge and guidance.


The SECURE Act is now law. What you need to know:

This guide will discuss changes to the inherited IRA distribution rules, navigating the new “ten-year rule” and why it is more important than ever to review:

  • The beneficiaries of your retirement accounts
  • Your retirement income distribution plans
  • Your plan for managing RMDs for yourself and your beneficiaries

 

 


Guidance is Key When Unemployment Becomes Reality:

Losing a job can be very stressful on your personal life and your family; in our guide we discuss the ways to reduce the stress on your finances. We have compiled a checklist and some tips you can use to lessen the impact of temporary unemployment and aim to protect the financial security of your family.

 

 

 

 


The (Almost) Free Money loans everyone is talking about AND WHAT TO DO NEXT:

First and foremost, it is important to recognize the intent Congress had when developing this bill. To the best of our knowledge the intent is to:

  • Provide funds to pay workers who are suffering financially because of the COVID-19 Pandemic.

More specifically, it is meant to provide money to workers in two ways.

  • The first, is the stimulus checks most taxpayers will receive.
  • The second, and the topic of this guide, is to provide loans to business owners so that they can pay their workers while they are being forced to close their doors.